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U.S. defense stocks fell in pre-market trading, with Lockheed Martin down 3.1% and Northrop Grumman down 2.9%.

2026-11-04

U.S. defense stocks fell in pre-market trading, with Lockheed Martin down 3.1% and Northrop Grumman down 2.9%.

Other News
2026-11-03

Zhongji Xuchuang said material supply is gradually improving and it expects marginal improvement in key inputs over the next few quarters, supporting several quarters of QoQ shipment growth. The company expects NPO volumes to start ramping in H2 2027

Zhongji Xuchuang said material supply is gradually improving and it expects marginal improvement in key inputs over the next few quarters, supporting several quarters of QoQ shipment growth. The company expects NPO volumes to start ramping in H2 2027, with broader customer demand likely to be released in 2028. Early-stage product introductions will require manufacturing yield ramps; new upstream materials — including higher‑power CW light sources and electronic chips — must clear yield curves as part of normal mass‑production. Once these preparations are complete, customer demand should scale up more materially in 2028.
2026-11-04

ANZ rates strategist Jack Chambers said a Democratic clean sweep in the US midterms would make fiscal policy harder to adjust over the coming years — likely preventing further deficit widening but leaving deficits at elevated levels. He said he is sk

ANZ rates strategist Jack Chambers said a Democratic clean sweep in the US midterms would make fiscal policy harder to adjust over the coming years — likely preventing further deficit widening but leaving deficits at elevated levels. He said he is skeptical the midterms will drive a sustained rally in US Treasureries; robust US activity indicators support further Fed rate hikes and implies Treasury yields may remain elevated.
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